Family Business

Not Your Father’s Family Office

Wed, 08 May 2013 13:53:00 +0000

The next generation of wealth managers takes a different approach to risk

Pamela Covey Radsch highlights the the needs of the new generation of high-net-worth individuals and families

Should Private Banks be in the Family-Business Business?

Tue, 07 May 2013 14:38:00 +0000

Only if they deliver services that provide comprehensive solutions

Ivan Lansberg & Donna Leong address the pros and cons of private banks becoming involved with family businesses

Gallery: Five Myths of Succession Planning For Small Businesses

Mon, 06 May 2013 18:21:00 +0000

Your family business clients may be walking into your office thinking they know far more about succession planning than they actually do. Here are 5 common misconceptions

The Myths and Realities of Succession Planning For Small Businesses

Mon, 06 May 2013 15:53:00 +0000

Five Common Misconceptions

David A. Scott outlines 5 common myths that your clients may believe regarding succession planning for their family businesses

How to Properly Structure and Govern a Family Bank

Fri, 12 Apr 2013 13:34:00 +0000

It’s a unique way to fund and support the next generation

Warner King Babcock and Barbara R. Hauser highlight the possible advantages a family bank can offer a high-net-worth family

The Devilish Details of Angel Investing

Wed, 20 Mar 2013 13:33:00 +0000

Angel investing can be fraught with peril—for both the investor and the entrepreneur. But the devil’s in the details. Here’s a guide for mixing business with family and friends.

The Unintended Consequences of Ownership Transfer Planning

Tue, 12 Mar 2013 13:18:00 +0000

Three scenarios provide important lessons for attorneys and their clients

Joshua M. Baron & Marion McCollom Hampton offer three scenarios with important lessons for advisors and clients

Divorce and the Family Business

Fri, 01 Mar 2013 16:36:00 +0000

Avoid pitfalls by taking protective steps in advance

David Thayne Leibell & Daniel L. Daniels explain how to fortify your family business against the potential chaos of a divorce

Integrating a Non-Family CEO Into the Family Business

Fri, 01 Mar 2013 14:28:00 +0000

The circumstances and opportunities associated with this endeavor

G. Scott Budge lays out the advantages and pitfalls inherent in this endeavor

Revisiting 2012 Family Wealth Transfers

Tue, 15 Jan 2013 15:34:00 +0000

Last minute end-of-year strategies aren’t totally unfixable, they’re just challenging

WealthManagement.com sat down with Joan Crain, senior director, wealth strategist, BNY Mellon Wealth Management in Ft. Lauderdale, Fla.